Senior Trust Officer & Wealth Advisor

Fifth Third Bank; Costa Mesa (CA); Sur place; USD 97 000 - 208 000; Plein temps

Résumé du poste

Fifth Third Bank is seeking a Trust Officer in Costa Mesa, CA to administer fiduciary accounts and manage client portfolios of moderate complexity. You will provide wealth planning guidance, ensure compliance with governing documents and regulations, and partner with internal and external stakeholders to deliver a superior client experience.

The role requires a Bachelor’s degree and 7 years of trust administration or fiduciary services experience, with opportunities to contribute to business

Qualifications

• Understands trust administration principles and fiduciary responsibilities.
• Knows governing documents and regulatory requirements.
• Demonstrates professional client interaction and diligence.

Responsabilités

• Fiduciary account administration in line with documents, laws, and policies.
• Account oversight and review including document interpretation and transaction accuracy.
• Client relationship management as primary contact for clients, beneficiaries, and advisors.
• Risk and compliance management ensuring fiduciary and regulatory adherence.
• Issue resolution for client requests and account matters, escalating as needed.
• Account lifecycle management including openings/closings and tax reporting coordination.
• Collaboration with internal teams and external advisors to support fiduciary services.
• Business development support through referrals and partner engagement.
• Process improvement to enhance service delivery to clients.

Connaissances

Fiduciary knowledge

Client relationship management

Risk and compliance awareness

Attention to detail

Communication

Formation

Bachelor's degree

Description du poste

Fifth Third Bank is seeking a Trust Officer in Costa Mesa, CA to administer fiduciary accounts and manage client portfolios of moderate complexity. You will provide wealth planning guidance, ensure compliance with governing documents and regulations, and partner with internal and external stakeholders to deliver a superior client experience.

The role requires a Bachelor’s degree and 7 years of trust administration or fiduciary services experience, with opportunities to contribute to business